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iShares ESG Optimized MSCI USA ETF
SUSA

Overview Fund Activity

106 hedge funds and large institutions have $139M invested in iShares ESG Optimized MSCI USA ETF in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
29
Reduced
26
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$29.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.27M
3
Wells Fargo
Wells Fargo
California
$15.2M
4
TF
Tompkins Financial
New York
$1.39M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$698K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.84M
2
TAM
Trillium Asset Management
Massachusetts
$208K
3
Citadel Advisors
Citadel Advisors
Florida
$298K
4
UBS Group
UBS Group
Switzerland
$4.1M
5
LPL Financial
LPL Financial
California
$7.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$298K -$1.92M -44,964 -87%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$296K +$40.5K +950 +16%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$288K +$64.5K +1,516 +29%
SCG
54
Sonata Capital Group
Washington
$281K – – –
GAM
55
Gould Asset Management
California
$275K – – –
Truist Financial
56
Truist Financial
North Carolina
$268K +$268K +6,286 New
CWM
57
Cornerstone Wealth Management
Missouri
$268K +$268K +7,500 New
CAG
58
Crestwood Advisors Group
Massachusetts
$255K -$2.55K -60 -1%
PAG
59
Private Advisor Group
New Jersey
$249K +$249K +5,844 New
BOS
60
Bingham Osborn & Scarborough
California
$242K – – –
JFA
61
JNBA Financial Advisors
Minnesota
$241K +$72.9K +1,716 +43%
SMH
62
Sanders Morris Harris
Texas
$235K +$235K +5,512 New
BSWM
63
Boston Standard Wealth Management
Massachusetts
$233K +$233K +5,462 New
Citigroup
64
Citigroup
New York
$230K +$13.8K +324 +6%
VKH
65
Virtu KCG Holdings
New York
$226K +$226K +5,312 New
Stifel Financial
66
Stifel Financial
Missouri
$219K +$85 +2 +0%
CCM
67
Coldstream Capital Management
Washington
$213K +$213K +5,006 New
PCM
68
Parsons Capital Management
Rhode Island
$210K +$210K +4,936 New
DWM
69
Dakota Wealth Management
Florida
$209K – – –
TAM
70
Trillium Asset Management
Massachusetts
$208K -$7.46M -175,196 -97%
DADC
71
D.A. Davidson & Co
Montana
$178K – – –
TCOV
72
Trust Company of Vermont
Vermont
$175K -$119K -2,804 -41%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$155K – – –
WEC
74
Winslow Evans & Crocker
Massachusetts
$149K -$85 -2 -0.1%
AC
75
Alexandria Capital
Virginia
$135K – – –
1 2
3
4 5